How to send a campaign

How do I send a campaign?

This article explains how to send or schedule a WhatsApp campaign to a specific contact segment in Flownally.

In this article, you will learn how to

• Send a campaign to a specific audience from Flownally.
• Schedule a campaign for a later date and time.
• Select a WhatsApp sender number and message template.

Before you start

Before sending a campaign, make sure you have:

• Owner or Admin role in your Flownally workspace.
• Connected at least one WhatsApp phone number.
• An active Flownally subscription.
• An approved WhatsApp message template.
• At least one saved customer segment to send the campaign to.

How to send a campaign

1. Log in to your Flownally workspace.
2. Go to the Campaigns tab.
3. Click Create campaign.

4. Provide the name of the campaign (optional). Click the pencil icon next to Untitled campaign at the top, type a name, and press Enter.

5. In the Audience step, select the segment you created on the Contacts tab to choose who receives the campaign. Flownally shows the customers who currently match it.
6. Click the Continue button.

7. In the Message step, check the WhatsApp number you want to send the campaign from.
8. Select an approved template to send within this campaign and fill in every value under Message details. Type {{ in a value to insert contact details, such as the guest’s name. The Preview on the right shows the message.
9. Click the Continue button.

10. In the Delivery step, choose Send now or Schedule for later. To schedule, pick the Send date and time. The campaign uses your current time zone.
11. Click the Send or Schedule button.

12. Confirm by clicking Send now or Schedule campaign in the dialog.

13. Once your campaign has been sent, you will see a real-time summary.

What happens after sending a campaign?

After a campaign is sent or scheduled, messages will be delivered to everyone who matches your selected segment when sending starts. You can track how many messages were sent, delivered, and read, and check the status of every recipient directly in your Flownally workspace.

Related articles

• How to create a new customer segment
• How to delete a campaign